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# Using Presets

This guide explains how to create, manage, and use presets in the SheetPoet Google Sheets Add-on.

# What Are Presets?

Presets are saved configurations that store:

  • The selected function
  • Parameter mappings
  • Other execution settings

Using presets allows you to quickly execute common operations without reconfiguring settings each time.

# Creating a Preset

  1. Configure your operation (Import, Update, or Trigger)
  2. Click Save as Preset or select "Save as preset" from the function menu
  3. Enter a name for your preset
  4. Click Save

Your preset is now saved and will appear in the Presets tab.

# Using a Preset

  1. Click Extensions > SheetPoet - WordPress Connector > Presets
  2. Find your preset in the list
  3. Click Use
  4. Review the settings (they will be pre-filled)
  5. Click Process to execute

# Managing Presets

# Viewing All Presets

  1. Click Extensions > SheetPoet - WordPress Connector > Presets
  2. You'll see a list of all your saved presets with:
    • Name of the preset
    • Creation date
    • Server URL
    • Function type (Import or Upload)

# Deleting a Preset

  1. In the Presets tab, find the preset you want to delete
  2. Click the Delete button (trash icon)
  3. Confirm the deletion

# Importing and Exporting Presets

# Exporting Presets

  1. In the Presets tab, click the Export button
  2. All your presets will be exported in a file
  3. Save the file to your computer

# Importing Presets

  1. In the Presets tab, click the Import button
  2. Select the exported presets file
  3. The imported presets will be added to your list

# Best Practices

  • Use descriptive names that clearly indicate the preset's purpose
  • Create separate presets for different types of operations
  • Test presets after creating them to ensure they work as expected
  • Export important presets as backups
  • Delete unused presets to keep your list organized

# Troubleshooting

# Preset Not Loading Correctly

  • Check if the function it uses still exists in WordPress
  • Verify that you're connected to the correct WordPress site
  • Ensure your API key is still valid

For more help, see our Troubleshooting Guide.